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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,009 | $60,349-73.5% | $74,184-78.4% | $62,881-74.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.47% | 21.38%-16.9pp | 17.74%-13.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $2,456 | $1,680+46.2% | $2,370+3.6% | $2,281+7.7% |
| Participant deferral / active EE | $1,483 | $2,856-48.1% | $3,550-58.2% | $3,203-53.7% |
| Admin fee / account holder | $308 | $4,261-92.8% | $5,586-94.5% | $4,296-92.8% |